Create a Manual Payment

In this article, you will learn how to create a manual to accept a direct payment from a customer by credit card or ACH/EFT.

1. On the Home page, click the RECEIVE card.
   • Note: it is worth noting that you can also access the Receive page through the Menu and select Receive.
     
2. Click the Manual Payment card.
   

3. Specify the payment details by filling out the following fields:

1. 1. Currency: click the drop-down arrow and select the preferred currency.
   2. Amount: enter the payment amount.
   3. Cardholder Name: click the field to display the list and select the customer’s name or manually enter the card holder’s name.
   4. Email: enter the card holder’s email address.
   5. Communication Language: click the drop-down arrow to select the appropriate receipt language.
      
   6. Payment type: Select either credit card or eCheque payment method.

       CREDIT CARD: the following information must be entered to complete the payment.

1. 1. 1. 1. Card Number: enter the 16-digit credit card number.
         2. Exp. Date (MM/YY): enter the credit card expiration date in MM/YY format.
         3. Security Code (CVV): enter the credit card’s security code or the CVV code.
         4. Zip / Postal Code: enter the zip or postal code associated with the billing address. Only applicable to gateways with AVS (address verification) enabled.

       eCheque (ACH/EFT): If this option is selected, please enter the following bank details:

1.                 1.  Transit Number: Enter the five digit transit number.
2.                 2.  Institution Number: Enter the three digit transit number.
3.                 3.  Bank Account Number: Enter the bank account number of the customer.
4. g.   Save This Card for Later: Check this box to tokenize and securely save the       entered payment information to the contact for later use.
5.  
7. 4. Specify Additional Information by filling out the following fields.
   
   1. File & Document Attachment: Choose to upload and send relevant and/or supporting documents and file(s) attached to the manual payment. Upload files by using by dragging them into the Drag ‘n’ drop field or clicking the box to select the files manually. 
   2. Comments or Notes (optional): Use this field to enter any specific comments or notes related to the transaction. 
   3. Invoice Number (optional): Enter the invoice number associated with the payment. This field can help with organizing and tracking your transactions.
      
   
   5. After filling out all the fields of the manual payment, select CHARGE PAYMENT.